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Showing Posts From: Spinoff/Divestment

Lumentum and Oclaro: Back to the Future

Followers of our blog on LinkedIn, which received several updates each of the five days at OFC 2017, were able to read the rather profound comment by the Chief Commercial Officer of Oclaro at the “Fireside Chat” of the OIDA Executive Forum Program concerning the importance of sticking “to internal competence, such as it is…

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Finisar Execs Should Get Out Now

While the CEO of Finisar has been associated with the company for over 25 years, the average time that the rest of the executive management team has been in the optical components space is around 18 years. Undoubtedly, they have to understand how terribly unique their situation has become after years of mounting obstacles that…

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Nokia Directionless in Optics Space

An industry observer might ask a Nokia executive about its plans for 400G and there is a good chance that the response is more likely to be a general one reflecting a lot of uncertainty over what major moves to make in the optical marketplace. The commodity-like atmosphere affects other large vendors in the space…

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EU Split Could Help Optical Space

Despite all of the unnecessary commotion and unjustified delirium of panic resulting from the Brexit referendum, we hope that it will lead to the dismantlement of the entire European Union, which we assert could bolster the economies of individual nations in general as well as the fiber optic businesses in each of the individual countries…

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Finisar: De Facto Owner of VCSEL Space?

Given that we have learned that Avago Technologies intends to keep only the VCSEL chip fab (in March, we were the first news source to report that the supplier was selling such bare die to other module vendors) in its deal with Foxconn Interconnect Technology, our contention is that there is a good chance that…

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Finisar Should Play Hardball, Then Exit

Finisar’s current business model based on the all-encompassing optical components approach in the datacom/telecom market with a large amount of vertical integration from chips to subsystems, along with designing every conceivable flavor demanded by the space of a particular data rate, has become unsustainable. It is bad enough in a relatively slow growing business, particularly…

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